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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,598 hedge funds and large institutions have $66.7B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 1,191 increasing their positions, 802 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,598
Holders Change
+235
Holders Change %
+9.94%
% of All Funds
34.58%
Holding in Top 10
365
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+10.94%
% of All Funds
4.86%
New
359
Increased
1,191
Reduced
802
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$206M
2
LPL Financial
LPL Financial
California
+$189M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$178M
4
Bank of America
Bank of America
North Carolina
+$121M
5
Wells Fargo
Wells Fargo
California
+$119M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$572B
2
CAM
Cresset Asset Management
Illinois
-$268M
3
HNB
Huntington National Bank
Ohio
-$223M
4
IAIM
International Assets Investment Management
Florida
-$176M
5
DWM
Dynasty Wealth Management
Florida
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
876
Drive Wealth Management
Utah
$4.36M +$489K +4,247 +13%
EWM
877
Evercore Wealth Management
New York
$4.36M +$5.07K +44 +0.1%
FIM
878
Freedom Investment Management
Connecticut
$4.35M -$66.6K -578 -2%
GWP
879
Gateway Wealth Partners
Wisconsin
$4.34M +$41.5K +360 +1%
Luther King Capital Management (LKCM)
880
Luther King Capital Management (LKCM)
Texas
$4.33M -$4.44M – –
CT
881
Colonial Trust
South Carolina
$4.3M +$692K +6,008 +19%
ST
882
Sabal Trust
Florida
$4.3M -$126K -1,097 -3%
HIMC
883
Heritage Investors Management Corp
Maryland
$4.29M +$111K +959 +3%
Bank Julius Baer & Co
884
Bank Julius Baer & Co
Switzerland
$4.28M +$4.28M +33,686 New
WA
885
WBH Advisory
Maryland
$4.28M +$74.7K +648 +2%
AG
886
AlTi Global
New York
$4.28M +$1.14M +9,866 +36%
ST
887
Spinnaker Trust
Maine
$4.27M +$230 +2 +0%
BCMO
888
Buckingham Capital Management (Ohio)
Ohio
$4.26M -$178K -1,549 -4%
CAM
889
Campion Asset Management
Virginia
$4.24M +$179K +1,555 +4%
WCM
890
Windsor Capital Management
Arizona
$4.23M -$118K -1,020 -3%
RPGK
891
Retirement Planning Group (Kansas)
Kansas
$4.22M -$1.44M -12,483 -25%
LDB
892
Lee, Danner & Bass
Tennessee
$4.18M +$275K +2,388 +7%
USCWA
893
U.S. Capital Wealth Advisors
Texas
$4.17M +$248K +2,152 +6%
FFN
894
Focus Financial Network
Minnesota
$4.16M +$388K +3,368 +10%
CPSC
895
Carl P. Sherr & Co
Massachusetts
$4.16M +$66.4K +576 +2%
UFAC
896
Urban Financial Advisory Corp
Illinois
$4.15M +$84.1K +730 +2%
ACB
897
Aristotle Capital Boston
Massachusetts
$4.13M -$2.16M -18,765 -34%
ATC
898
Adirondack Trust Company
New York
$4.13M -$28K -243 -0.7%
AFG
899
Atomi Financial Group
New York
$4.1M -$120K -1,045 -3%
PIAS
900
PCA Investment Advisory Services
Ohio
$4.09M -$51.6K -448 -1%
34 35
36
37 38